Tax Supervisor - Energy and Excise

RSM US LLP; Houston (TX); On-site; USD 87,000 - 165,000; Full time

Job summary

RSM US LLP is seeking a Tax professional within the Credits, Incentives and Methods - Energy and Excise team to advise clients on federal energy credits, excise taxes, and clean energy incentives under the Inflation Reduction Act. Background in energy industry is highly desirable, with opportunities to lead projects and mentor staff.

The role emphasizes collaboration, technical research, and client service excellence, with frequent interaction across client sites and in-office settings in

Qualifications

• Bachelor's degree in Accounting or related field
• Will have completed CPA licensure eligibility in the resident state by start date
• Minimum four years of tax experience
• Strong computer skills, including proficiency in Microsoft Excel
• Ability to meet client service, quality and performance expectations
• Ability to communicate clearly and professionally with clients and firm personnel
• Effective project management skills and multitasking abilities
• Ability to work in a professional office and at client sites as required

Responsibilities

• Collaborate on federal energy credits and excise tax issues for clients
• Research technical issues and provide consultative input
• Prepare computations, workpapers, opinions, and supporting materials for energy taxes
• Understand credit usage and relevant limitations and risk
• Train staff on programs and processes to deliver accurate output
• Serve as in-charge on projects, delegate tasks, and coordinate with clients
• Analyze materiality and risk, discuss solutions with management
• Identify opportunities to extend tax services and deliver results

Skills

MS Excel

Communication

Project management

Detail oriented

Client service

Education

Bachelor's degree in Accounting or related field

CPA licensure eligibility by start date

Bar exam eligibility (if applicable)

Tools

Microsoft Word

PowerPoint

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

As a member of our Credits, Incentives and Methods - Energy and Excise team, you will advise clients who are developing innovative clean energy projects and advise them on implementation of the provisions in the Inflation Reduction Act of 2022. You will also work on excise tax technical issues and controversy matters. Background in energy industry is highly desirable

Candidate Responsibilities

• Part of a collaborative team advising clients on federal energy credits and excise tax issues.
• Research, address, and consult on technical issues.
• Prepare/review credit computations, workpapers, tax opinions, and supporting materials for energy and excise taxes and clean energy incentives.
• Understand credit utilization issues including general business credit limitation, other limitations, and risk limitations.
• Understand preparation programs and processes; train staff on programs and processes to produce accurate output.
• Serve as in-charge on projects; oversee day-to-day tasks, delegate to staff, and coordinate with clients.
• Analyze and understand the materiality and risk of a problem/issue and discuss solutions and implications with manager/partner.
• Use experience and knowledge of industry trends to identify opportunities to extend additional tax services and work with others on the team to present and deliver to clients.
• Experienced with Microsoft Excel, Word, and PowerPoint. Proficient in creating Pivot Tables and other relevant advanced Excel functions where specialization deems appropriate.

Minimum Qualifications

• Bachelor's degree in Accounting or related field from an accredited university
• Will have completed all educational requirements for CPA licensure eligibility in the state in which you'll reside or completed all requirements to sit for the Bar exam, by start date
• Minimum four years of tax experience.
• Strong computer skills, including proficiency in Microsoft Excel
• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment
• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs

Preferred Qualifications

• An active accreditation obtained, in process or willing and able to obtain one of the following: CPA, EA, licensed attorney, or one ofthe alternativecertificationsthat meets RSM requirements certifications

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $86,500 - $164,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.